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Dealing with import issues can be nerve-racking, to say the least. Before choosing your own import adventure below, check our Direct Import Watchlist Institutions for widespread issues with our most...
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...they’ll import as cleared and before the payee is finalized. When the posted version imports after clearing in real life, the payee will be different and our import provider will...
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Direct Import helps make sure you have all your transactions in YNAB. Transactions import once they clear your bank (which can take a day or two), so it’s best to...
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...and what they mean for your connection. If you’re seeing something that’s not described below, check out our main Direct Import troubleshooting article.  In This Article Delayed Reauthorize Unavailable Send a...
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...up the process? Or, are you having trouble with your direct import connection and need to quickly fill those data gaps? Look no further than our File-Based Importing feature. The...
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...reconciled transaction from importing, so reconciling reduces the possibility of duplicates. And since linking your accounts brings in transactions, not balances, you’ll want to reconcile all the more when using Direct Import. Tapping the...
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...are also ready to import. Cleared transactions will import directly into the register as they always have, but if there are any pending transactions at your bank, you will also...
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...it won’t import again. back to top Matching/Unmatching When you enter a transaction in the web app or on your mobile device, then later import the same one, the two...
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...imports. How to Manually Set an Imported Payment to a Transfer If a credit card payment imported as a regular transaction instead of a direct transfer between the accounts, we...
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...options: Unlinked or Linked. *Linked Loan Accounts cannot import transactions, but our import provider can provide data—like the current balance—to help create the account. To add a Loan Account, tap the...
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